Dashboard

Created by: Emma Johnston

Last updated: August 4, 2021

Business Performance Overview

Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will outline the progress and performance of your business. Here are the potential different parts of your default. The content of your dashboard will depend on your user permissions.

ROW 1 - OPPORTUNITIES

Click on the blue date in the top right corner of any box to change the date range.

Opportunities – Number of Leads in your Pipeline
Pipeline Value – All your leads' total worth
Conversion Rate – Percentage of your ‘WON’ leads/accounts

ROW 2 - PIPELINES STAGES

Click on the blue date in the top right corner of any box to change the date range.

Funnel – A visual representation of what stages your opportunities have passed through within your pipeline. Use the drop-down menu to change pipelines. Click on a pipeline stage to hide it from the funnel.
Stages Distribution – This is a cycle graph of your pipeline and is a visual representation of what stage your opportunities are currently in. Use the drop-down menu to change pipelines. Click on a pipeline stage to hide it from the chart. Click on the blue date in the top right corner to change the date range.

ROW 3 - TASKS

Manual Actions – An overview of manual actions (add through manual events in a campaign). Use the drop-down menus to select a campaign and user.
Tasks – A list of assigned tasks for one or all users within your account. Use the drop-down menus to select a user, task status (all/ pending/complete), or sort by date (ascending/descending).

ROW 4

Lead Source Report – Here you can see where your leads came from and what their values are.

ROWS 5/6/7 - FACEBOOK, GOOGLE AND GMB

Facebook Ads – Here you see an overview of your Facebook ads for the last 30 days (if you have added Facebook).
Google Ads – Here you see an overview of your Google ads for the last 30 days (if you have your Google Ads Account).
Google My Business – Here you can track your ranking for the last 30 days (if you have added Google My Business)

ROW 8/9 - GOOGLE ANALYTICS

Google Analytics – Here you can track the number of visitors to your website over the last 12 months and see where they came from (direct, paid, social or organic). You must have Google Analytics set up on your Google account.

If you have a quick, system-specific "how-to" question, you can chat with our L1 Triage Support Team using the purple chat bubble in the bottom corner of the software. This team offers live chat 24/7, giving you instant access to help at any time of day.

If you have a more complex or outcome-specific “how-to” question, or a query about project requests, done-for-you resources, or Coach Catalyst, you can email our L2 Specialist Team at [email protected]. This team is available Monday to Friday, 8:00am – 1:00pm (EDT).

THANKSGIVING, CHRISTMAS AND NEW YEAR

Our Level 2 Support Desk will be closed from November 26 – 28, and again from December 24 – January 1. The 24/7 Level 1 Triage Team will be available throughout these dates and during the holiday period.

Please remember that all New Year–related project requests should be submitted by November 30, and that we recommend testing all resources by December 20.